Select Customers for an Automated Campaign | How To

Created: September 14, 2017 17:02 | Updated: August 31, 2019 19:55

Automated Campaigns combine custom email templates with rule-based automation. Once you have created an email template, you can tell ShippingEasy under which circumstances to send the email. Emails will be triggered by order activity. Which orders trigger an email is determined by order and customer attributes.

Use the customer and order profile to configure the first part of the "Set automated campaign rules" section.

How to: Select Conditions for an Automated Campaign

Customer and order conditions are used to identify which orders will trigger the email to be sent. Each condition is checked against each order as they come into ShippingEasy. If all the conditions you specified for an automated campaign match the order, then an email is sent to the buyer for that order.

The available conditions allow you to target specific types of customers. Customers are defined by the attributes of the buyer, the order, and the products in the order.

Here are a couple of ways to set up conditions:

This example shows a simple condition: any order that has an order total of zero or more dollars will have an email sent to the buyer of that order. A good use for this approach is when you want a broad set of your buyers to receive the email from the automated campaign.

This example shows a more complex set of conditions: a second condition was set by clicking the + ADD another condition button. For an order's buyer to receive an email from this campaign, the order must have a total greater than or equal to $100 and also include the product that has the SKU C349-333. This allows you to very precisely target which of your buyers receive the email from an automated campaign.

Amazon sellers creating automated feedback campaigns will see an additional option to include the condition indicating whether or not to send emails to customers who left negative feedback:

Available Automated Campaign conditions:

Variable

Parameter

Description of orders targeted

Customer tags

Is Is not

user defined

Assign tags of your choosing to your customers and use this condition to identify customers with a specific tag(s)

Customer status

Is Is not

Recent Repeat

Customers who have bought only once in the past 120 days, or multiple times

First time buyer

Is true Is false

Detect the very first purchase made by a customer

Order total

Greater than or equal to Less than or equal to

enter number

Customers who spend a certain amount

Store

Is Is not

account specific

Customers from a particular store

Carrier

Is Is not

user defined

Identify customers by the shipping carrier used to ship their order.

Total quantity

Is equal to Is not equal to Is greater than or equal to Is less than or equal to

enter number

Identify customers who buy in large quantity.

Destination

Is equal to Is not equal to

Domestic International

Identify where customers live.

Purchased SKU

Is equal to Is not equal to Contains Does not contain Is blank Is not blank Starts with Does not start with Ends with Does not end with

user defined

Customers who buy specific products identified by product SKU

Purchased Item

Is equal to Is not equal to Contains Does not contain Is blank Is not blank Starts with Does not start with Ends with Does not end with

user defined

Customers who buy specific products identified by a specified term.

Product category

Is equal to Is not equal to Contains Does not contain Is blank Is not blank Starts with Does not start with Ends with Does not end with

You can choose to have the email sent when the order is downloaded to ShippingEasy from your store or when a shipment is created for the order. In addition, you can control if the email is sent immediately after the order action, or if it is delayed.

Here are a couple of ways to define when an email should be sent:

This example shows when an email is sent immediately after the order is downloaded: one use of this approach is for sending "we are processing your order!" emails to your customers.

This example shows when an email is delayed until several days after the order is shipped: typically this is done when you want to send a "how did you like the product?" email after the order ships and you want to allow time for receipt of the package.

This example shows when an email is sent after a shopping cart is abandoned: this is available only when the Abandoned Cart Template is enabled for Shopify orders. Set up an Abandoned Cart Campaign.

Emails can be triggered by order actions:

To send the email after the order is downloaded, but before it has been shipped:

Set the last field to downloaded.

To send the email after the order is shipped:

Set the last field to shipped.

Emails can be sent at a time fixed around the selected order action:

To send the email immediately after the order action:

Set the first field to Send Immediately.

To delay sending the email for one or more days after the order action:

Set the first field to Wait and send. Also set the number of days to wait before sending.

How to: Send an Automated Campaign to existing orders and past customers

When setting up an Automated Campaign, it is common to wait and send it many days after an order is received or shipped. To control the audience, you can choose to target past orders or limit to only future orders in the campaign. If including prior customers, any order received in ShippingEasy within the past 120 days may be eligible.

Many campaigns have a default wait and send time built into the scheduling options. Added to this is an option to also send to customers from past orders. By default, the dates for each of these schedules will be the same.

When selecting to send to customers from past orders, the Automated Campaign will be sent immediately after activation to past orders that match all the conditions. This helps you to reach customers who may have received their shipment or have orders already transit.

If you do not send to customers from the past, then only orders placed after enabling the campaign will be eligible for the campaign.

Example - Targeting Future Orders:

In this example we are setting up a Lapsed Customer Winback campaign. By default, the campaign will send 45 after the customer last placed an order.

By checking the box next to "Also send to customers from the" and leaving the default time to "past 45 days", any customer whose order was shipped 30 days ago will now receive the automated campaign in 15 days. Likewise, any customer who placed an order 45 days ago will be sent the campaign immediately.

If the option to send to past customers is not selected, then only customers who place an order after the campaign is enabled will receive the email. And the first emails will not be sent for 45 days.

Example - Targeting Prior Orders:

In this example we are setting up a Product Review Request campaign to reach just-shipped customers as well as customers we know have already received their product. By default, the automated campaign will send 7 days after an order was shipped. We also checked box next to "Also send to customers from the" feature selected and set the time to "past 30 days".

Now, a customer whose order was shipped 5 days ago will now receive your automated campaign in 2 days. And any customer who was shipped to between the 7 and 30 day window will receive an immediate one-time email asking them for a product review request.

Your automated email selections will be verified on the confirmation page.